the information about the firm and its services relating to that agreement
or to those services required by COBS 6.1.4 R, including information on communications, conflicts
of interest and authorised status.

Record keeping: client
agreements

A firm must
establish a record that includes the document or documents agreed between
it and a client which set out
the rights and obligations of the parties, and the other terms on which it
will provide services to the client.

(2)

The record must be maintained for
at least whichever is the longer of: